AWS recorded its fastest growth in more than four years during the second quarter, but Amazon said it still lacked enough computing capacity to meet customer demand despite raising its 2026 capital spending forecast to $220 billion. AWS revenue rose 37% year over year to $42.2 billion in the quarter ended June 30. The result […]
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AMD has signed an agreement with Core Scientific for access to more than 500 megawatts of AI-ready data centre capacity in the US beginning in 2027. The arrangement can be expanded to as much as 2.5 gigawatts. AMD customers will be able to use the capacity to deploy AI systems based on the company’s hardware […]
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Nvidia is reportedly discussing a $250 billion financing guarantee linked to a 10GW data centre project that OpenAI is considering leasing in Ohio. The proposed arrangement would extend Nvidia’s role beyond supplying computing and networking equipment by adding financial support for the infrastructure project. The facility would be developed by SB Energy, a SoftBank subsidiary, […]
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Large data centre projects intended to support AI and cloud workloads are facing power shortages and grid delays. Some are also facing planning disputes, land-use concerns, and rising construction costs. A report by The Guardian, citing data from the Uptime Institute, said 250 data centre projects requiring more than 100MW of power each were announced […]
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South Korea is moving to expand its AI infrastructure base through a series of projects covering data centres, semiconductors, and robotics. SK Telecom plans to build up to 15GW of AI data centre capacity. The plan follows a set of South Korean “mega projects” covering semiconductors, physical AI, and AI data centres. Samsung Electronics, SK […]
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Snowflake has raised its product revenue forecast for fiscal 2027 after reporting stronger-than-expected quarterly revenue, with the Snowflake AWS deal adding a US$6 billion infrastructure commitment for enterprise AI workloads on Amazon Web Services. The company now expects fiscal 2027 product revenue of US$5.84 billion, up from its earlier forecast of US$5.66 billion. It also […]
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The rapid build-out of AI systems is increasing data centre power demand, exposing a less visible constraint in cloud computing: access to power. A recent agreement between Oracle and Bloom Energy means the two intend to deploy up to 2.8 gigawatts (GW) of fuel cell capacity to support data centre growth, according to a statement […]
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AI is pushing technology companies to rethink the foundations of cloud computing. As more businesses adopt AI tools, the industry is spending heavily on the hardware and data centres needed to run them. Much of the current spending is focused on infrastructure rather than software. Chips, networking equipment, power systems, and large data centres are […]
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New enterprise integrations linking AI assistants to workplace apps suggest that for many large companies, the cloud is becoming the layer that connects data and automated workflows in the business. Recent enterprise deployments highlight this. Financial information firm Thomson Reuters and RBC Wealth Management use new AI plug-ins that connect cloud-hosted models to workplace platforms […]
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Large financial institutions rarely overhaul their technology in one dramatic move. Change tends to happen in stages, with systems gradually shifted, consolidated, and refined over time. Nationwide Building Society’s expanded cloud services partnership with AWS fits squarely into that pattern. Rather than signalling a new direction, the agreement reflects a decision to go further down […]
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